What do you include in your weekly and/or monthly sales updates? Are there certain metrics or stories that resonate with sales reps (or any that don't)?

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3 Answers

Sales Metrics Sales Enablement

Jen Vaccaro McParland

Okta Senior Manager, Product Marketing & Analyst Relations • 1y

Content for Effective Monthly Sales Updates Content I recommend including in effective monthly sales updates includes: Win stories: Detail customer challenges, key solutions and products, reference architectures/proofs of concept, top competitors, and why you won. The more technical material you have and any templates from the pitch deck are essential to be repeated by others. Loss stories: Outline reasons for the loss and who else won and why. Highlight product gaps, stakeholder reservations, o ...Read More

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David Esber

Twilio Senior Director, Product Marketing • 1y

I'm fortunate to work with a great team of Enablement partners who are responsible for building our regular weekly sales updates. We all are inundated with regular newsletters, emails and slacks, assigned trainings, and vendor promotions – it's hard to cut through that noise. Thanks to these partners, we're continuously improving the ways we get important information in front of teams, while also focusing on highest impact/most scaled activities. The team has landed on a highly-scannable, predic ...Read More

2,165 Views
Amey Kanade

Amazon Product Marketing at Fire TV (Smart TVs) • 1y

In our team, we do weekly, monthly, and quarterly sales updates with marketing, GTM, product, BD, and others. Since sales is a key driver of company success, we focus on the following: Sales Performance: We review how many products were sold versus our targets (e.g. Vs forecast, Vs last year, Vs last month, last 4 week average etc) and track trends (positive or negative). e.g. "Last week we sold X units which was Y% Vs our weekly goals" Headwinds/Tailwinds: We analyze what factors contributed to ...Read More

1,079 Views